You can now set up a Brivity Number to text your contacts directly from within Brivity, where conversations will be logged on their contact record. In the following article, we'll show you how to set up texting by adding a Brivity Number to agents, and how to send a text message.
Please note - this feature is only availabe to Brivity Platform customers. CRM only customer do not have access to this feature at this time.
Step 1: If you are a Brivity Platform customer and an administrator or Account Owner, click Account > Phone Settings. This page shows a list of users in your account, each person's "Text Routing Number" (or real mobile number), a spot for a Brivity Number, and the ability to see how many texts each person has sent in a given time span.
If you are a Platform Customer but see the below message when you click "Phone Settings", contact email@example.com to enable access to this page.
Step 2: make sure the person you're setting up has a valid mobile number selected in the "Text Routing Number" section and click Add in the Brivity Number column.
Step 3: Choose a Country Code, Area Code, and Brivity Number for the user and hit Save. If you don't see a number you like in the list of options, clicking Search again will repopulate the list with new available numbers. Your Brivity Number is the number contacts will see when you text them directly from within Brivity.
Step 4: Now that this user has texting set up, they can send texts to any contact with a valid, text-able number by clicking the Text (or SMS message bubble) icon.
Step 5: Now that this user has texting set up, they can send texts to any contact with a valid, text-able number by clicking the Text (or SMS message bubble) icon. The entire conversation thread will show up in this window, as well as on that contact's timeline.
Step 6: If your Text Routing Number is set up correctly, you will be notified on your phone when a contact responds, so that you can log in to Brivity CRM and respond there. This way, there will be a log of the interaction.